Interact to see
Advertisement
Advertisement
CWIEX vs ERBCX
CWIEX vs ERBCX Comparison
Open Charts CWIEX vs ERBCX
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$19.10
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets633.99M
CWIEX vs ERBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. ERBCX commentary
Aug 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a StrongBuy and ERBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 134B vs. ERBCX (634M). CWIEX pays higher dividends than ERBCX: CWIEX (1.25) vs ERBCX (0.00). CWIEX was incepted earlier than ERBCX: CWIEX (23 years) vs ERBCX (15 years). ERBCX (2.05) is less costly to investors than CWIEX (1.00). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBCX: CWIEX (250) vs ERBCX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.48 vs. ERBCX (11.57). CWIEX return over 5 years is better than : 47.92 vs. ERBCX (13.94).
| CWIEX | ERBCX | CWIEX / ERBCX | |
| Total Expense Ratio | 1.00 | 2.05 | 49% |
| Annual Report Gross Expense Ratio | 1.00 | 2.05 | 49% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 13.048 | 7.349 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 634M | 21,136% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 15.48 | 11.57 | 134% |
| Returns for 3 years | 43.24 | 14.81 | 292% |
| Returns for 5 years | 47.92 | 13.94 | 344% |
| Returns for 10 years | 77.00 | 31.18 | 247% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement